THE NATIONAL SOCIETY OF INSTITUTIONAL INVESTMENT PROFESSIONALS (EIN 205606846) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JOHN E THOMPSON JR

Phone

2143270068

Tax Period

2019-01-01 to 2019-12-31

THE NATIONAL SOCIETY OF INSTITUTIONAL INVESTMENT PROFESSIONALS, founded in 2006, is a micro nonprofit that reported $7K in total revenue in fiscal year 2019. Expenses of $45K exceeded revenue, resulting in a 527% operating deficit.

Mission

TO PROMOTE THE EXCHANGE OF INFORMATION AND EDUCATION OF INSTITUTIONAL INVESTOR PROFESSIONALS AND TO CONSIDER STANDARDS OF QUALIFICATION FOR SUCH PROFESSIONALS; TO DEVELOP AND PROMOTE CONTINUING EDUCATION PROGRAMS; AND TO PARTICIPATE IN ANY OTHER WAY IN THE ADVANCEMENT OF INSTITUTIONAL INVESTOR PROFESSIONALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,135

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,715

Fundraising Expenses $0

Program Expenses $40,085

Other Expenses $5,030

TOTAL EXPENSES $44,745

Year-over-Year Comparison

	2019	2018	Change
Revenue	$7,135	N/A	N/A
Expenses	$44,745	$35,473	+0.3%
Net Income	$-37,610	$-35,473	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$39,715

Total Directors

$39,715

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN E THOMPSON JR	PRESIDENT/DIRECTOR	4.00	Officer Director	$39,715	$0	$39,715
DAVID J PITTMAN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
WILLIAM J BLYTHE JR	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JAMES B HARRELL	TREASURER	2.00	Officer	$0	$0	$0
RANDALL L KOPSA	SECRETARY	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$7,135	$44,745	No data	$-37,610
2018	No data	$35,473	$37,610	No data

THE NATIONAL SOCIETY OF INSTITUTIONAL INVESTMENT PROFESSIONALS